Atria Investments
Atria Investments reported 2,136 stocks worth $10.3B in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are IVV (3.2%), NVDA (2.4%) and MSFT (2.2%). Compared with Q2 2026, the fund opened new positions in XOM, added to IVV, NVDA and MSFT, trimmed VOO, GLD and VTV and sold out of XOM, FFEB and GMAY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $329M | 3.2% | 429K | +5,316 (+1%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $245M | 2.4% | 1.1M | +105K (+11%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $224M | 2.2% | 437K | +87K (+25%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $162M | 1.6% | 487K | +74K (+18%) | 8 of 8 | |
| 5 |  VOO Vanguard S&P 500 ETF | $161M | 1.6% | 230K | −72K (−24%) | 8 of 8 | |
| 6 |  VUG Vanguard Index Fds | $130M | 1.3% | 1.4M | +61K (+4%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $119M | 1.2% | 479K | +57K (+14%) | 8 of 8 | |
| 8 |  GOOGL Alphabet Inc | $113M | 1.1% | 330K | +43K (+15%) | 8 of 8 | |
| 9 |  META Meta Platforms Inc | $101M | 1.0% | 139K | +17K (+14%) | 8 of 8 | |
| 10 |  GLD Spdr Gold TR | $93M | 0.9% | 244K | −72K (−23%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $28.4M | 208K |
DIMENSIONAL US REAL | $8.3M | 318K |
 FFEB First TR Exchng Traded FD VI | $7.7M | 127K |
 GMAY First TR Exchng Traded FD VI | $7.6M | 177K |
 XLG Invesco Exchange Traded FD T | $5.7M | 93K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Atria Investments 13F FAQ
What does Atria Investments own?
Atria Investments reported 2,136 stocks worth $10.3B in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are IVV (3.2%), NVDA (2.4%) and MSFT (2.2%). The table above lists every position in the filing (the top 10 without an account).
What did Atria Investments buy and sell in Q3 2026?
Compared with Q2 2026: 174 new positions, 1,236 added to, 710 trimmed and 149 sold out. New positions include XOM. It sold all of XOM, FFEB and GMAY.
When will Atria Investments file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Atria Investments's portfolio worth?
The Q3 2026 filing reports $10.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.